Overview

Learn how to take control of your electronic records

The new and improved ERM Certificate Program is designed from global best practices among AIIM's 65,000 associate and professional members.

AIIM introduced in early 2009 a new and improved ERM Certificate Program that incorporates new and emerging best practices and technologies for managing electronic records. More than 50% of the content has been changed or improved, and we strongly recommend previous attendees sign up for the updated version to enhance their skills and strengthen their learning from the previous course.

Learn:

• Methodologies and technologies for managing electronic records
• SharePoint, ECM and ERM technologies
• Development  of metadata model, classification schemes and access controls
• Retention schedule and disposition
• Digital preservation techniques
• Legislation, standards and regulations
• Implementation planning execution

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The course objectives and content is defined and reviewed by AIIM Education Advisory Groups in the US and Europe, and these Education Advisory Groups have subject matter experts from the following companies:

@doc Accenture Albistur Consulting Barclays Capital Bill and Vieve Gore School of Business, Westminster College BP CCRM Associates Chevron Phillips Chemical Company CIA Crown Partners Doculabs Fujitsu Gambro Gartner Gimmal Group GlaxoSmithKline Harris Corporation Hartman Communicate Health First

Hewlett Packard Hyland Software IBM Inforesight Limited JPMorgan Chase Kodak Marion County Health Department Objective Corporation Oracle Ricoh Royal Mail Group Shell SpringCM Sunoco The National Archives of the United Kingdom The South Financial Group US Courts US Department of Treasury Zylab

The course materials were developed in partnership with Access Sciences.

Course Descriptions

The Electronic Records Management (ERM) Certificate Program consists of a Strategy track, a Practitioner track, a Specialist track, and a Master track.

The ERM Strategy onsite workshop is only available on request to organizations that need to brief executives or users about the expected benefits, steps, and resources for implementing ERM.

The ERM Practitioner track covers concepts and technologies for ERM, and it is available as an online or classroom training course leading to a Practitioner designation. It also incorporates the main elements from the ERM Strategy track, and we recommend that you start with this program or the 4 day Master track. Each online module within a program lasts approximately 60 minutes.

The ERM Specialist track covers global best practices for implementing ERM, and it is available as an online or classroom training course leading to a Specialist designation. It builds on the Practitioner track, which is why we recommend you first take the Practitioner course. Each online module within a program lasts approximately 60 minutes.

The ERM Master track provides you with a thorough understanding of ERM, with the main elements from all of the above training tracks, in addition to case study exercises. It is only available as a classroom training course

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The ERM Strategy workshop (Why ERM?)

(1 day executive awareness workshop)

The new and improved ERM Strategy workshop provides you with the knowledge to gain ownership and support by senior executives.

Learn:

• ERM business drivers
• The need for ERM best practices
• The link between ERM and your current situation
• To demonstrate the impact of ERM on users
• To understand the concepts of ERM’s affect on information challenges
• To identify necessary resources and organizational responsibilities for implementing ERM
• To explore the implications of an ERM strategic decision
• To gain commitment for change

Download the ERM Strategy Product Sheet

The ERM Practitioner program (What is ERM?)

(12 online modules or 2 day training class)

The new and improved ERM Practitioner program covers the lifecycle of records and related concepts such as classification schemes, metadata, security, retention, and disposal. The new course also includes changes in the vendor landscape; increased focus on email capture and retention; expanded focus on new content types such as wikis and blogs; and new best practices and standards. The course also provides additional focus on taxonomies; migration technologies for moving away from shared drives; auto-categorization to develop and maintain taxonomies, and auto-classification to extract metadata.

Learn:

• Records management terminology and principles
• Lifecycle of records, with focus on electronic records
• Sources of records and appropriate capture mechanisms
• Current metadata standards and guidelines
• Concepts of classification and different approaches depending on local business needs
• Search, retrieval and presentation
• Levels of access control and permissions
• Retention and disposition
• Records management technologies
• Technologies such as SharePoint, ECM and ERM for managing electronic records
• Electronic records storage
• Digital preservation techniques 

Download the ERM Practitioner Elearning Product Sheet

Download the ERM Practitioner Classroom Product Sheet

Become an AIIM ERM Practitioner (ERMp) after passing the online exam.

The ERM Specialist program (How to implement ERM?)

(11 online modules or 2 day training class)

The ERM Specialist Certificate Program covers global best practices for ERM implementation according to ISO 15489-2 and related processes such as Business and Systems analysis, Developing a Business Case, Business and System Requirements, Project Management, and Roll out. You will also gain knowledge on advanced topics including Enterprise ERM and Emerging Issues. We do recommend that you take the ERM Practitioner course before starting the ERM Specialist course.

Learn:

• To manage an ERM program consisting of several coordinated projects
• To identify the stackholders of an ERM program
• How to carryout business and technology assessments
• To develop a business case for ERM
• To identify business and system requirements for the ERM system
• To understand information governance
• To identify records management policies and procedures
• How to design records management policies
• How to design records technology solutions
• To understand model offices and pilot implementations
• To define and explain the project work products for ERM implementation
• To understand what is meant by benefits realization
• To understand discovery and disclosure activities
• How to address trans-jurisdictional records management issues
• Understand records management issues with email, mobile communication devices and E2.0 technologies

Download the ERM Specialist Elearning Product Sheet Download the ERM Specialist Classroom Product Sheet

Become an AIIM ERM Specialist (ERMs) after passing the online exam.

The ERM Master program (Putting it all together)

(4 day training class)

The ERM Master Certificate Program comprises the main elements from the above strategic workshop and certificate programs in addition to a case study exercise. The course provides complete coverage of electronic records management for professionals working in both the public and private sector.

Learn:

• Participants will use their newly gained knowledge to plan, design, and implement an ERM project based on case study exercises and expertise learned from the Strategic, Practitioner, and Specialist Course programs.

Download the ERM Master Classroom Product Sheet

Become an AIIM ERM Master (ERMm) after passing the online exam and case exercise.

ERM Master Preparation Workshop

- for people that already have both the ERM Practitioner and Specialist designations

(5 day virtual training class)

The ERM Master Preparation Workshop is a highly interactive workshop that enables you to learn, share and discuss global best practices for ERM. The course provides a summary of the main elements from the Strategic, Practitioner and Specialist training courses in addition to additional information, exercises and case studies.

• This workshop is for people that already have both the ERM Practitioner and Specialist designations.

Download the ERM Master Preparation Workshop Product Sheet

Audience

The Electronic Records Management (ERM) certificate program is designed for;

• Business Analysts
• IT Management
• Technical staff
• Record Management personnel
• Business Unit (line staff & management)
• Implementation team - IT and business
• Suppliers, Solution Providers, Vendors
• Executives
• Change agents
• Users

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Courses

ERM Practitioner Elearning Bundle

Enroll Now

ERM Practitioner Classroom Course

Enroll Now

• Chicago 09/14/10 - 09/15/10
• Utrecht 09/14/10 - 09/15/10
• Silver Spring 10/05/10 - 10/06/10
• Ottawa 10/19/10 - 10/20/10
• Phoenix 11/09/10 - 11/10/10
• Utrecht 11/09/10 - 11/10/10
• Houston 11/30/10 - 12/01/10

ERM Specialist Elearning Bundle

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ERM Specialist Classroom Course

Enroll Now

ERM Master Classroom Course

Enroll Now

• Utrecht 09/14/10 - 09/17/10
• Silver Spring 10/05/10 - 10/08/10
• Ottawa 10/19/10 - 10/22/10
• Randburg 10/19/10 - 10/22/10
• Phoenix 11/09/10 - 11/12/10
• Utrecht 11/09/10 - 11/12/10
• Houston 11/30/10 - 12/03/10

Pricing

Pricing for Electronic Records Management Courses - Online

AIIM Professional Members (discounted price):

Course Type	USD	GBP	EURO
1 Course	65	35	50
Complete Practitioner Certificate package	600	345	500
Complete Specialist Certificate package	600	345	500

Non-AIIM Members (full price):

Course Type	USD	GBP	EURO
1 Course	75	40	60
Complete Practitioner Certificate package	750	430	630
Complete Specialist Certificate package	750	430	630

Pricing for Electronic Records Management Courses - Classroom

AIIM Professional Members (discounted price):

Course Type	USD	GBP	EURO
2 day Practitioner class	1050	580	850
2 day Specialist class	1050	580	850
4 day Master class	2705	1495	2195
2 day Master Prep workshop	1050	580	850
5 day Master Prep Virtual workshop	1050	580	850

Non-AIIM Members (full price):

Course Type	USD	GBP	EURO
2 day Practitioner class	1160	640	935
2 day Specialist class	1160	640	935
4 day Master class	2980	1640	2415
2 day Master Prep workshop	1160	640	935
5 day Master Prep Virtual workshop	1160	640	935

All prices are per attendee and charged in USD ($). GBP and Euro based on the payment dates' exchange rate.

Group Discounts

Groups of 10+ professionals from one organization may qualify for a group discount. Volume discounts and site licenses are available for companies, user groups, and professional associations. For information about group discounts, please email training@aiim.org or call +1 301.755.2614 or +44 1905.727613.

Corporate Training

Customized employee/staff and client/customer training is available online and in-person. AIIM also provides private classes on request anywhere in the world. For information about corporate training, please email training@aiim.org or call +1 301.755.2614 or +44 1905.727613.

Designations

The ERM Practitioner, Specialist and Master programs lead to AIIM designations. This is a new AIIM standard for industry professionalism and knowledge. By earning these designations, you can call yourself an AIIM ERM Practitioner, Specialist or Master. You can use the associated logo and title on your business card, email signature, web page, etc. The Strategic Workshop does not lead to any AIIM designations.

You can achieve the designations the following ways:

To become an AIIM ERM Practitioner (ERMp)

To become an AIIM ERM Specialist (ERMs)

To become an AIIM ERM Master (ERMm)

Benefits of becoming an ERM Practitioner, Specialist and Master:

• Position yourself to be tomorrow's leader by enhancing your business and professional skills
• Learn global best practices for planning and implementing ERM
• Discover real world solutions and best practices for challenges you face
• Learn from experts in the field who are able to answer your questions and address your comments

The designations are valid for 5 years.

The Education Advisory Groups will regularly review the process for the development and maintenance of certification schemes for improved quality, security and efficiency. This will be done in partnership with the Education Advisory Groups and Master Accreditation Committee.

The Home Case Studies submitted by Master Class attendees are reviewed by an appointed AIIM Master Accreditation Committee that consists of leading industry professionals. New members are appointed by the committee and each Home Case Study is reviewed by two AIIM Master Accreditation Committee members. Committee members will excuse themselves from the reviewing process if the papers are submitted by personal friends, customers, or former students. The papers will then be reviewed by other members of the Master Accreditation Committee.

The committee members review the entire case study based on the following parameters:

• Good understanding of problems and opportunities of case study – 40%
• Practical use of theories from the training programs– 30%
• Identify and manage unknown factors that could influence case – 10%
• Persuasiveness – communicating in a strong and position manner to obtain support for action – 20%

Each of the factors should be graded 0 (weak) to 5 (strong) according to the above factors. Attendees need minimum 3 points to pass. For example: A paper is reviewed to 2, 4, 3 and 5 which is then multiplied with the factors giving the attendee the following points: 2 x 0.40 + 4 x 0.30 + 3 x 0.10 + 5 x 0.20 = 3.3

Submitted case study answers will be graded as passed, fail, or correctable with the following results:

• Pass: Attendees will be notified by AIIM that their Home Case Study answers were approved by the committee and they will be awarded the Master designation if or when they have passes the Master exam
• Fail: Attendees will be notified by AIIM that their Home Case Study answers were not approved by the committee, but also a document from the AIIM Master Accreditation Committee member explaining why they failed. Former Master class attendees need to sit a new class to be allowed to submit a new Home Case Study assignment to AIIM.
• Correctable: AIIM Master Accreditation Committee members may ask AIIM to contact the former Master class attendee to submit the answers for additional information or corrections. Their reply will be forwarded by AIIM to the AIIM Master Accreditation Committee members for review to allow them to pass or fail the candidate.

AIIM Master Accreditation Committee members are required to document why they fail candidates or why they require additional information.